clean up or catch up services
DON’T LET YOUR FINANCIAL RECORDKEEPING FALL BEHIND LET THe professionals at Fortified AccountING GET YOUR FINANCIALS BACK ON TRACK.
You have more important things to do than spending tons of time on bookkeeping and accounting when we can do it for you. If you have fallen behind, or if your books are messy or incomplete, Fortified Accounting can help get you back on track.
Error-Free Bookkeeping and Accounting So You Can Focus on Your Operations
✔ Data entry, streamlining, and consolidation
✔ Moving or reclassifying transactions that were coded or recorded incorrectly
✔ Reconciliation of accounts, including banks, credit cards, and balance sheet accounts
✔ Frequent updates and progress reports, plus monthly reporting and coordination with your CPA or tax preparer
We can identify and rectify the problems that are plaguing your bookkeeping and accounting, so you can focus on what you do best — building your startup.
When you partner with Fortified Accounting, you can count on accurate, tax-ready financials — and the peace of mind you deserve — we are just a click away.
Introducing:
CLEAN UP and CATCH UP
Dependable Bookkeeping and Accounting Clean Up or Catch Up From the professionals at Fortified Accounting
Let’s talk
we ARE your professional organizers
Let our professional team help you get caught up if you’ve fallen behind or clean up if your books have gotten messy.
We will provide you with:
1. plan of action
We take the diagnostic recommendations report and develop a detailed plan of action for the clean up/catch up project
You will have full transparency.
2. best practices
We apply GAAP best practices, enter, update and reclassify transactions, and reconcile accounts to reflect the business and its industry.
You get your confidence back.
3. on track
Upon completion of the project, We deliver updated, reconciled, accurate financial data.
You get your peace of mind back.
“Helped to dramatically improve our business and our level of transparency, financial accuracy, and process. Our organization is stronger as a result of her involvement.”
— Eric Edelson, CEO at Fireclay Tile Inc.
“A knowledgeable resource that I quickly learned to depend on as we built out financial and accounting systems as the company scaled.”
— Jeff Palmer, President at Kespry Inc. 2014-2019
Here’s Why Our Customers Love Us
✔ We are professionals
✔ They feel well taken care of
✔ They gain peace of mind knowing we are part of their team
✔ We are responsive
✔ They can count on us for our expertise and experience in the industry
Where Will Tomorrow Take You?
Fortified Accounting harnesses time-proven, solid analyses so you can understand exactly where your business is today and where tomorrow will lead, enabling better decision-making. Ready to act on our recommendations? We’ll happily step in and perform the recommended next steps to get you back on track.
Here's what happens next:
Schedule your call to discuss cleaning up or catching up your books!
Step 1.
You’ll schedule a Discovery call, answer the questions and tell us all about your business.
You’ll receive a meeting invitation with a Zoom link for our call.
Step 2.
Once we discuss your situation and confirm this is a good fit for you, We’ll send you a contract with a flat fee quote.
Upon review and signature of the quote, we’ll invoice you for 50%.
Due upon receipt.
Step 3.
We get to work starting with sending you a list of what documents or access we need to begin our assessment.
Throughout the process, we’ll update you and schedule check-in Zoom calls with you.
Step 4.
Upon completion, we schedule a Zoom call to summarize what was done to clean up or catch up on your financial records.
During this call, we also discuss recommendations and next steps.
Invoice the remaining 50%.
FAQs
1. HOW DO I KNOW IF I NEED TO HAVE YOU CLEAN UP MY BOOKS?
You’re busy starting and growing your new startup and may have hired someone to help you keep your books and keep things going. However, after a while, you start to feel like something’s wrong but are not quite sure what. That's when you may want to schedule a discovery call to discuss running a diagnostic review performed by us.
2. what do you clean up?
Upon the completion of the Diagnostic Financial Review, we make recommendations which include what to correct, adjust and/or clean up in order to get your books back on track or get your financial records in shape for a specific event, such as filing a corporate tax return.
3. what can I expect from you during the clean-up?
We scope out the project based on our checklists, best practices when you need the books to be cleaned up by as well as how much data we need to review and correct.
We perform a thorough clean-up that includes a few check-in meetings with you. Once the scope of work is prepared, we quote you a one-time flat fee!
Cleaning up is one of our specialties! Schedule a FREE CONSULTATION with us to get a no-obligation quote.
4. what is the difference between clean up or catch up?
As in most startups, other tasks will take priority and before you know it, you’ve fallen way behind in keeping up with your financial record keeping. Then you realize, it’s time to file a corporate tax return, or make a financial presentation to your board members, or raise capital.
That’s where we come in. We can catch up on your financial records and get you back on track. We would need access to specific data such as bank statements, credit card statements, payroll records, etc.
5. how much can I expect to pay?
We would need to conduct an assessment, typically a Zoom meeting with you will be enough to prepare a scope of work with a flat-fee quote. We’ve been doing this a very long time and typically can tell how long things will take as well as some of the factors we would need to consider which would add complexity to the scope of work.
Typically, the clean-up projects and catch-up projects for a company that’s in its first few years of business can range from $3,000 - $7,500.
6. how do you perform the clean-up or catch-up work?
We do all our work online. We request access to the various places you may have data, or a copy of your financial file or provide you with a box.com, dropbox or GDrive secured folder where you can upload the various documents we need.